discovery life Archives -

A gilded cage is not the answer, Liberty and Discovery

I remember, just after 9/11, listening to Clem Sunter speak about the choices that America had in response to the events that had just unfolded. Essentially, they had two choices, and the choice they made would define their future.

Oxymoron

When a client of mine visited me may years ago, he picked up a pen and piece of paper to make a note and immediately challenged me about whether I was an independent financial planner or whether I worked for the company whose pen and pad he had picked up? He was being facetious but …

Dear Old Mutual, Liberty, Sanlam, Momentum, Discovery, PPS et al (insert name of insurance company)

Dear Old Mutual, Liberty, Sanlam, Momentum, Discovery, PPS et al (insert name of company) RE:EVERY SINGLE PART OF MY BEING HAS TO FIGHT THE URGE TO TAKE BUSINESS AWAY FROM YOUR COMPANY. There is a peculiar thing in this industry that if you are not the advisor on record because you don’t have a contract …

The Financial Coach

A gilded cage is not the answer, Liberty and Discovery

Oxymoron

Dear Old Mutual, Liberty, Sanlam, Momentum, Discovery, PPS et al (insert name of insurance company)